Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
(Erstwhile Canara Robeco Large Cap+ Fund - Regular Plan - Growth)
Fund House: Canara Robeco Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 05-08-2010 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| TER: 1.67% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 14,579.48 Cr As on 31-01-2025(Source:AMFI) |
| Turn over: 23% | Exit Load: w.e.f.20/08/2010 - For all investment amounts - Lumpsum/SIP/STP: 1% if reedemed / switched out within one year from the date of allotment and NIL after one year. |
57.12
-0.4 (-0.7003%)
12.75%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
BSE 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 8 Months
11 Years 0 Months
13 Years 4 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The fund seeks to provide capital appreciation by predominantly investing in companies having a large market capitalization. Canara Robeco Large cap+ fund is named to reflect the investment strategy, which is mainly focused on a portfolio that would be concentrated on investing in any of the top 150 stocks ranked on the basis of market capitalization.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.99 |
| Sharpe Ratio | 0.49 |
| Alpha | 0.47 |
| Beta | 0.88 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 8.41 | 17.14 | 11.8 | 14.92 | 12.15 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 23.1 | - | - | - | - |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 12.21 | 21.7 | 15.65 | 13.57 | 10.0 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 9.0 | 19.55 | - | - | - |
| SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 7.77 | 14.64 | 11.97 | 14.93 | 11.32 |
| UTI Large Cap Fund - Regular Plan - Growth Option | 18-10-1986 | 6.89 | 14.92 | 9.81 | 13.93 | 10.37 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 6.81 | 16.47 | 10.67 | 14.57 | 10.04 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 6.32 | 21.2 | 17.67 | 17.84 | 12.44 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 6.32 | 20.14 | 15.16 | 17.59 | 12.58 |
| Kotak Bluechip Fund - Growth | 29-12-1998 | 6.3 | 15.95 | 12.01 | 14.98 | 11.14 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
3.79%
Large Cap
88.87%
Mid Cap
7.34%
